Gravity Forms Infusionsoft

Description

Gravity Forms infusionsoft Add-on automatically sends form submissions to Infusionsoft/Keap CRM when someone submits a form. Learn more at crmperks.com

Gravity Forms infusionsoft/Keap Add-on Setup

  • Go to Forms -> Settings -> Infusionsoft then add new account.
  • Go to Forms -> select any form -> Settings -> Infusionsoft then create new feed.
  • Map required Infusionsoft fields to Gravity Forms form fields.
  • Send your test entry to Infusionsoft CRM.
  • Go to Forms -> select any form -> Settings -> Infusionsoft Logs and verify previously sent entries.

Connect infusionsoft/Keap crm account

Connect any gravity forms fields to infusionsoft-Keap account by safe and secure Oauth 2.0. Additionally, you can connect multiple Infusionsoft/Keap crm accounts.

Mapping Keap/Infusionsoft fields

Simply select any infusionsoft/Keap object(Contact, Company etc) then map gravity forms form fields to infusionsoft/Keap object fields.

Filter Gravity Forms Keap/Infusionsoft submissions

Either send all gravity forms entries to infusionsoft/Keap or filter entries sent to infusionsoft based on user input. For example , only send that entry to Keap/Infusionsoft which contains work email address.

Manually send entries to infusionsoft/Keap

Automatically Send gravity forms submissions to infusionsoft/Keap when user submits form. Also , you can manually send gravity forms submissions to infusionsoft/Keap.

Gravity Forms Keap/Infusionsoft logs

View a detailed log of each gravity forms submission whether sent or not sent to infusionsoft/Keap and easily resend gravity forms submission to infusionsoft/Keap.
Error Reporting

If there is an error while sending an entry to infusionsoft/Keap CRM, an email containing the error details will be sent to the specified email address.

Send Data As infusionsoft object Notes

if a contact form has fields which can not be mapped to any infusionsoft/Keap contact fields, So you can send such fields as infusionsoft/Keap contact note.

Create Or Update Contact in Infusionsoft/Keap

If a contact already exists in infusionsoft/Keap, update it otherwise create a new contact.

Premium Version Features.

Following features are available in premium version Gravity Forms Infusionsoft add-on Pro.

  • Custom fields particularly Phone Number fields fields.
  • Assign Tags to Infusionsoft Contacts based on user input.
  • Infusionsoft Contact Attachments and affiliates tracking.
  • when a user submit a form, you can save gclid, utm parameters and Geo location.
  • Lookup lead’s email and phone number using email or phone number lookup services when user submits a contact form.
  • 20+ premium addons

Gravity forms Keap/infusionsoft add-on

Easily integrate Gravity Forms to Infusionsoft-Keap crm with this free Gravity Forms Infusionsoft add-on. You can Create/Update a contact, company or Order in infusionsoft crm when anyone submits a contact form on your site.

Want to send Gravity Forms data to a different crms

We have Premium Gravity Forms add-ons for 20+ CRMs.View All CRM Extensions

Our free Infusionsoft/Keap Plugins

Need Infusionsoft/Keap Plugin for Woocommerce ?

We have Infusionsoft add-on for Woocommerce. Woocommerce Infusionsoft Plugin

Screenshots

  • Connect your Infusionsoft Account to Gravity Forms.
  • Map required Infusionsoft fields.
  • Gravity Forms Infusionsoft crm logs.
  • Manually Send Gravity Forms entry to Infusionsoft crm.
  • Get Customer's email and phone infomation from Full Contact(Premium feature).
  • Get visitors's gclid , utm parameters, geolocation, browser and OS (Premium feature).

FAQ

Need free Support?

Our team provides free support at https://www.crmperks.com/contact-us/.

How i can connect gravity forms to infusionsoft

Gravity forms is a popular form builder, connecting infusionsoft to gravity forms is very easy with this free Gravity Forms infusionsoft add-on. When any customer submits a form, you can create/update a contact in infusionsoft crm.

Gravity forms and infusionsoft

You can easily connect Gravity forms and infusionsoft with this free plugin. When anyone submits a form, you can add this as a contact in infusionsoft.

Reviews

December 3, 2019
On our old website we had to pay developers a lot of money to link the contact forms to Infusionsoft / Keap CRM system. In fact we had to pay developers a lot of money to pretty well do anything. Now we have a WordPress website with lots of plugins. We discovered GravityForms InfusionSoft which means that when people contact us via our website forms we get an email and the data goes straight into our CRM system, and the sales people get a task to follow-up. We found the connection very easy to use and it worked first time. We have tried other plugins to connect with InfusionSoft that haven't been so easy to use. Hence our review title: works a treat! It is a great app that has saved us money and given us the freedom to create as many forms and tags to go with them as we need. Thank you CRM Perks. It would be great if you could create an app to integrate InfusionSoft and Xero too.
December 3, 2019
I can't believe how hard it's been to find a plugin that would allow me to integrate Gravity Forms with Infusionsoft. I was an early adopter, and I knew that... but because the options were limited, I took the chance. Initially, it did what we wanted it to, but it also caused some problems. But, the team was excellent about communication, listening to feedback, and updating the plugin. Many of my concerns have been addressed and the plugin is working very well now. It's been HUGE for us to be able to tag folks based on their responses. We use it for lead follow up and also to initiate various other tasks within Infusionsoft and also to help us display different content within our website based on responses within the form. So many possible applications. Thank you!
October 8, 2019
Awesome plugin with great functionality. Support is really prompt with providing any required assistance getting set up. Highly recommend for anyone using Infusionsoft.
Read all 12 reviews

Contributors & Developers

“Gravity Forms Infusionsoft” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.9

  • fixed “CompanyName” field as primary key in “Company” object.
  • fixed multiple file uploads

1.0.8

  • fixed fileupload field.
  • added custom app option.

1.0.7

  • append notes to person notes field instead of notes list.

1.0.6

  • fixed PhoneType error.

1.0.5

  • fixed search fields of infusionsoft.
  • added support for Order payment.

1.0.4

  • fixed wrong infusionsoft redirect url.
  • fixed optin filters.

1.0.3

  • fixed xml parsing error for lead sources.
  • fixed “updating a company is not working”.
  • fixed owner assignment.
  • fixed wrong data format.

1.0.2

  • fixed “error while geting fields”.

1.0.1

  • add new feature “Skip creating new entries in infusionsoft”.

1.0.0

  • Initial release.